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Description

Research objectives: analysis of competition in the Russian railway rolling stock market, structured description, comparative analysis and ranking of operating and financial indicators 600 largest owners and operators of mainline freight railway rolling stock in Russia.

We recommend: for a more in-depth analysis of the main segments of the transportation market and forecasting its development, purchase the study "Transport Industry of Russia. Results of 2018." For operational daily or weekly monitoring of events in the transport sector, it is advisable to use the thematic news service: “Railway transport of the Russian Federation” and “Railway mechanical engineering of the Russian Federation and neighboring countries”.

Areas of use of research results: analysis of market conditions, search for clients and partners, marketing planning, analysis of competitors' activities.

Time frame of the study: results of 2018 (operational and financial indicators), trends of 2019 (events and materials in business references)

Duration of the study: March-May 2019 (the previous version was released in 2018).

Key market parameters:

The Database contains data on 492 owners of Russian rolling stock, which account for 98% of the freight railway rolling stock in Russia as of January 1, 2019, including:

  • 233 owner gondola cars, owning 98% size of Russia's park (530.7 thousand units)
  • 223 owners tanks, owning 99% size of Russia's park (247.8 thousand units)
  • 164 owners covered wagons, owning 94% size of Russia's park (52.5 thousand units)
  • 138 owner platforms, owning 92% size of Russia's park (76.7 thousand units)
  • 106 owners fitting platforms, owning 96% size of Russia's park (57.2 thousand units)
  • 82 owners cement tankers, owning 85% size of Russia's park (18 thousand units)
  • 27 owners car carriers, owning 73% size of Russia's park (3 thousand units)
  • 58 owner grain trucks, owning 99% size of Russia's park (50 thousand units)
  • 60 owner mineral carriers, owning 93% size of Russia's park (28.7 thousand units)

The database contains data by 480 rolling stock operators, which account for 96% fleet of freight railway rolling stock in Russia as of January 1, 2019, including:

  • 219 operator gondola cars, managers 90% park of Russia (482.7 thousand units)
  • 188 operators tanks, owning 103% park of Russia (250.4 thousand units)
  • 152 operator covered wagons, managers 99,9% park of Russia (60 thousand units)
  • 118 operators platforms, managers 95% park of Russia (79 thousand units)
  • 112 operators fitting platforms, managers 95% park of Russia (56.5 thousand units)
  • 71 operators cement tankers, managers 99% park of Russia (22 thousand units)
  • 18 operator car carriers, managers 62% park of Russia (2.5 thousand units)
  • 51 operator grain trucks, managers 100% park of Russia (more than 50 thousand units)
  • 43 operators mineral carriers, managers 100% park of Russia (more than 30 thousand units)

Benefits of the study:

  • Rating of the largest operators and operating leasing companies at the end of 2018
  • Database of owners and operators of Russian rolling stock as of January 1, 2019
  • Analysis of transportation and railcar fleet by largest owners and operators.
  • Database of the largest owners and operators of rolling stock in Russia by type at the end of 2018.
  • Database of the largest owners and operators of rolling stock in Russia by type of cars based on the results of 2018.

Resources expended: 800 man-days (about 2 million rubles).

Objectives and structure of the study by sections.

The database “600 largest owners and operators of mainline rolling stock in Russia, CIS countries and neighboring countries” includes five sections:

The Database section includes the TOP-30 rating of the largest operators on the Russian rolling stock market. The INFOLine agency analyzed information on the operating results of the 30 largest railway rolling stock operators, which at the end of 2018 accounted for 80% of the managed fleet, 66% of the owned fleet, taking into account financial leasing, and 77% of freight transportation by rail in Russia. In addition to fleet and transportation indicators, companies were ranked by revenue amount from operating rolling stock. In addition to the quantitative indicators for which the Ratings were compiled, they also calculated performance indicators activities of operators, including technological (the total volume of cargo transported per year in one car) and financial (the ratio of revenue to the number of fleet under management and to the total volume of cargo transportation).

The Database section includes structured information about the largest owners and operators of rolling stock in Russia. This section of the Database includes contact information (company name, legal form, actual address, telephone, fax, E-mail, website, full name and position of the head of the company, full name and position of the head of the transport department - for cargo-owning companies), as well as information on the number of rolling stock owned, owned, taking into account financial leasing and managed by the company on January 1, 2019 by types of cars: covered cars, platforms, gondola cars, tanks, mineral hoppers, cement hoppers, grain hoppers, fitting platforms, car carriers and other cars. Number of cars per January 1, 2019 in management is calculated as the sum of the number of own cars not leased and the number of cars leased from other owners. The unique approach to calculating the fleet of companies (both managed and owned) given in this database is that INFOLine conducts a quarterly survey of about 100 largest owners and operators of rolling stock, which account for more than 70% of the entire fleet, due to which the data is more correct than in other sources.

The Base section describes the state of the market for rail freight transportation and railway rolling stock in Russia, including: freight turnover, traffic volume, fleet structure, average age of rolling stock, dynamics of write-offs and purchases of the rolling stock.

The Databases section contains business information on the largest rolling stock operators in Russia, including the history of development, operational and financial indicators, dynamics of the owned and operated fleet, transportation volumes and cargo turnover for 2013-2018, investment projects, rolling stock procurement, mergers and acquisitions, resignations and appointments, corporate strategies, contacts.

Section V. Business information on the largest companies engaged in operational leasing in Russia

The Database section includes a rating of the largest operating leasing companies on the Russian rolling stock market. The section provides business information on the largest operating leasing companies in Russia, including the history of development, operational and financial indicators, as well as information about the client base (lessees).

Section VI. Database of the largest owners and operators of rolling stock in Russia for 9 types of rolling stock

The Database section includes tables with information on the largest owners and operators of 9 types of cars, in particular: gondola cars, tanks, platforms, covered cars, grain carriers, fitting platforms, mineral carriers, cement tankers, pellet carriers, automobile carriers and other types of cars. The information provided in the section includes contact details of companies (actual address, telephone, fax, e-mail, web address, full name of the head and full name of the head of the transport department - for cargo owners) and data on park in ownership, ownership taking into account financial leasing and management as of January 1, 2019.

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Content

Section II. Database of 600 owners and operators of Russian rolling stock

2.1. Database of the largest rolling stock operators in Russia

2.2. Database of the largest owners of rolling stock in Russia, taking into account financial leasing

2.3. Database of the largest owners of rolling stock in Russia excluding financial leasing

Section III. Short review Russian rolling stock market

3.1 State of the rail freight market

Freight turnover, loading volume and transportation volume in Russia

Loading trends by main types of cargo

3.2 State of the freight railway rolling stock market

State of the freight rolling stock fleet in Russia

Procurement and decommissioning of rolling stock in Russia

State regulation of service life and implementation of innovative cars

Section IV. Business information on the largest operators in Russia

Subsidiaries of JSC Russian Railways

"United Transport and Logistics Company"

"Transcontainer", PJSC

"RZD Logistics", JSC

"Federal Freight Company", JSC

« RailTransAuto», JSC

HoldingUniversal Cargo Logistics Holding

« First cargo company», JSC

HoldingGlobaltrans Investment, PLC

Holding "Neftetransservice", JSC

GC "RTK"

"Rusagrotrans", JSC

"Freight Company", LLC

"TransLes", LLC

JSC "First Heavy Weight Company"

HC "Ural Mining and Metallurgical Company"

Transport group "FESCO"

GC "Rail Garant"

Transoil, LLC

"SUEK", JSC

Freight company Novotrans, LLC

Gazpromtrans, LLC

"Modum-Trans", LLC (formerly "UVZ-Logistic", LLC)

"RAILGO", LLC (formerly "ISR Trans", LLC, "TEK "Eurotrans", LLC)

"Sovfracht-Sovmortrans", GC

"RN-Trans", JSC

"LUKoil-Trans", LLC

"Pipe Freight Company", JSC

"Eurosib SPb-transport systems", CJSC

"VM-Trans", LLC

Uralkali, PJSC

Mechel-Trans, LLC

"Spetsenergotrans", JSC

JSC Apatit (formerly Phosagro-trans, LLC)

MHC EuroChem, JSC

"SIBUR-Trans", JSC

"Petrochemical Transport Company", LLC

"URALCHEM-TRANS", LLC

GC "Maximum"

GC "Sodrugestvo"

Logistics1520, LLC

"Transport Technologies", LLC

"First Industrial Operator", LLC

Far Eastern Transport Group, JSC

"Kuzbasstranscement", LLC

"TalTEK Trans", JSC

"Fintrans GL", LLC

"Refservis", JSC

Acron-Trans JSC

"Transport and logistics company", LLC

"Tehnotrans", LLC

"Lokotrans", JSC

"Alcon" LLC

"System Transport Service", LLC

GC "Apparel", LLC

GC "Delo"

5.2 Business certificates of companies engaged in operational leasing of rolling stock

Brunswick Rail Limited

"NPK "United Carriage Company", PJSC

"Universal Container Company 1520", LLC

Leasing company "Rail1520"

Management Company "RailTransHolding", LLC

"RTH-Logistic", JSC

"SG-trans", JSC

"Transfin-M", PJSC

"TFM-Operator", LLC

"TFM-Trans", JSC

Section VI. Database of the largest owners and operators of rolling stock in Russia by type of rolling stock

6.1. Largest owners and operators of gondola cars

6.2. Largest owners and operators of tank cars

6.3. Largest owners and operators of boxcars

6.4. Major platform owners and operators

6.5. The largest owners and operators of fitting platforms

6.6. Largest owners and operators of cement hopper trucks

6.7. Largest owners and operators of grain hoppers

6.8. Largest owners and operators of mineral hoppers

6.9. Largest owners and operators of car carriers

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Tables

Tables

  • Rank rating of TOP-30 rolling stock operators at the end of 2018
  • Rating of the largest operators by fleet under management in 2014-2017. and 2018, thousand units. 5
  • Rating of the largest rolling stock operators by fleet size owned (including financial leasing) at the end of the period 2014-2018, thousand units.
  • Rating of operators by volume of freight traffic in 2014-2018, million tons
  • Rating of operators in terms of traffic to fleet management in 2014-2018,
  • Rating of operators by cargo turnover in 2014-2017 and 2018, billion t-km
  • Rating of operators in relation to freight turnover to fleet under management in 2014-2018, million t-km per car per year
  • Rating of operators by gross revenue (indicating whether the tariff of JSC Russian Railways is included or not) in 2014-2018, billion rubles. without VAT

Charts

  • Dynamics of the market share of the largest rolling stock operators in management in 2013-2018
  • Dynamics of the share of the largest operators in the structure of the Russian fleet (including financial leasing) in 2013-2018, %
  • Dynamics of the share of freight traffic of the largest rolling stock operators in 2013-2018, %
  • Dynamics of the share of freight turnover of the largest rolling stock operators in 2013-2018, %

Section III. Overview of the Russian rolling stock market

  • Cargo loading volume per railway in the I-IV quarters of 2015-2018, million tons
  • Volume of loading of main types of cargo by rail in 2016, million tons
  • Volume of loading of main types of cargo by rail in 2017-2018, million tons
  • Volume of freight transported by rail in the first and fourth quarters of 2015-2018, million tons
  • Dynamics of production and freight rail transportation in 2017-2018, %
  • Quarterly dynamics of production volumes, freight base of railway transport and cargo loading in 2018 by type economic activity,% by 2017
  • Government resolutions on state support for railcar production 2009-2018.
  • Volume of loading on Russian railway transport in 2013-2018
  • Volume of loading on Russian railway transport in the I-IV quarters of 2013-2018.
  • Freight turnover of Russian railway transport in 2013-2018
  • Volume of cargo transportation by rail in Russia in 2013-2018
  • Dynamics of railway freight turnover in Russia in 2013-2018, billion t-km
  • Structure of railway transport freight turnover in Russia in 2013-2018, %
  • Freight turnover of the main types of cargo on railway transport in Russia in the I-IV quarters of 2013-2018, billion t-km
  • Dynamics of transportation of main types of cargo by rail in Russia in 2013-2018, million tons
  • Structure of transportation of main types of cargo by rail in Russia in 2013-2018, %
  • Figure 34. Dynamics of transportation of main types of cargo by rail in Russia by month in 2014-2018, million tons
  • Dynamics of transportation and cargo turnover of the main types of cargo for 2018 compared to 2017,%
  • Dynamics of railway cargo transportation in 2013-2018. by profitability segment, million tons
  • Structure of railway cargo transportation in 2013 -2018 by profitability segment, %
  • Dynamics of the index of entrepreneurial confidence in the mining sector for 2013-2018.
  • Dynamics of the index of entrepreneurial confidence in the manufacturing sector for 2013-2018.
  • Structure of cargo loading on Russian railway transport by type of wagon in 2013-2018, million tons
  • Dynamics of freight turnover in Russian railway transport by type of car in 2013-2018, billion t-km
  • Structure of freight turnover in Russian railway transport by type of wagon in 2013-2017, %
  • Dynamics of the volume of freight transportation by railway transport by type of wagon in Russia in 2013-2018,
  • Structure of freight transportation by rail by type of wagon in Russia in 2013-2018, %
  • Volume of cargo transportation by rail by type of wagon in Russia
  • in the I-IV quarters of 2013-2018, million tons
  • Freight turnover of gondola cars in Russia in the first and fourth quarters of 2013-2018. by type of cargo, billion t-km
  • Volume of cargo transportation by rail in gondola cars in Russia in the first and fourth quarters of 2013-2018. by type of cargo, million tons
  • Structure of tank car turnover by type of cargo in Russia in the first and fourth quarters of 2013-2018, billion t-km
  • The volume of cargo transportation by rail in tanks in Russia in the 1st-4th quarter. 2013-2018, million tons
  • Average distance of cargo transportation by rail in Russia in the 1st-4th quarter. 2013-2018, km
  • Average distance of cargo transportation by rail by type of wagon in 2013-2018, km
  • Dynamics of the rolling stock fleet in the USSR in 1988 and in Russia 1993-2018, thousand units at the end of the period (by year - census, 2013-2018 - number base)
  • Structure of the rolling stock fleet by type as of January 1, 2018, %
  • Structure of the rolling stock fleet by type as of January 1, 2019, %
  • Dynamics of the average age of the rolling stock fleet in Russia in 2000-2018, years at the end of the period
  • Dynamics of decommissioning and purchases of rolling stock in Russia in 1994-2018, thousand units
  • Dynamics of procurement of rolling stock in Russia in 2015-2018, thousand units
  • Dynamics of write-off of freight cars in Russia in 2015-2018, thousand units

Section IV. Business information on the largest operators in Russia

  • Share capital structure as of the beginning of 2019
  • Procurement procedures for the supply and rental of rolling stock in 2017-2018
  • Volume of transportation of loaded and empty containers for 2017-2018.
  • The largest railcar tenants as of 01/01/2019
  • Dynamics of financial indicators
  • Report on financial results
  • Tenders for the purchase of rolling stock
  • Information on the amount of investment in 2014-2018.
  • Park structure under company management as of January 1, 2019,%;
  • Structure of the park owned by the company as of January 1, 2019,%;
  • Dynamics of the rolling stock fleet under management and ownership (including financial leasing) of the company in 2013-2018, thousand units.
  • Dynamics of the company's cargo transportation volume in 2003-2018.

Section V. Business information on the largest operating leasing companies in Russia

For all companies the following are given:

  • Rating of the largest leasing companies by fleet volume transferred under operating lease as of the end of the year (excluding fleet transferred under operating lease to affiliated companies).
  • Renters of carriages as of January 1, 2019
  • Dynamics of the company's fleet by main types of cars in 2013-2018, thousand units.
  • Structure of the company's leasing fleet by type of wagon as of January 1, 2019, %
  • Financial results report for 2013-2018, million rubles (according to IFRS)

Section VI. Database of the largest owners and operators of rolling stock in Russia by type of rolling stock

  • The largest owners and operators of gondola cars as of January 1, 2019
  • The largest owners and operators of tanks as of January 1, 2019
  • Largest owners and operators of covered wagons as of January 1, 2019
  • The largest owners and operators of platforms as of January 1, 2019
  • The largest owners and operators of fitting platforms as of January 1, 2019
  • The largest owners and operators of cement hopper trucks as of January 1, 2019
  • The largest owners and operators of grain hopper trucks as of January 1, 2019
  • The largest owners and operators of mineral hoppers as of January 1, 2019
  • The largest owners and operators of car carriers as of January 1, 2019

The car-building industry is pleased with its regular upswings. According to data that has not yet been officially approved, November gave an increase in output volumes by 40% compared to November last year. At the same time, in terms of price, the month set another record. An ordinary gondola car reached 2.6 million rubles per unit, innovative – up to 3.2 million. The positions on special personnel are still unclear, but in general, operators note an intensification of the growing trend. The cargo owner market has gently sunk into oblivion. The time has come for the operator market. More precisely, a car builder and a regulator.

On the one hand, everything is simple: more loading means more wagons. Taking into account the subsidence of the industry in previous years, “double pollination” is now underway: to meet current needs and for what was not received in previous years. The question is how economically justified this increase in appetite is.

Let's give a weighted average calculation of the daily costs of maintaining one purchased car. According to seven operator companies with whom the correspondent spoke vgudok. com. So.

Daily costs for maintaining one gondola car:

TORs – 150 rubles

Administrative expenses – 300 rubles

Leasing/credit payments – 800-850 rubles

Scheduled repairs – 50 rubles

Total: daily cost of servicing one car is 1350-1400 rubles

This does not take into account the infrastructure component of the tariff. That is, the share in the amount of transportation costs that is taken JSC Russian Railways. For each car and for the empty run of this car.

Let us recall that the weighted average daily rate for attracting a gondola car, according to data IPEM, is about 1500 rubles per day. Plus, the Russian Railways tariff and “lubricant for drivers” (as one of our interlocutors wittily noted), which are paid by the consumer.

“Actually, this is so unimportant that it is implied by default,” noted another representative of the logistics company. – At the end of the season, “crushed stones” are ready to give and 3000 rubles per day, because then a fiasco will come for them.”

That is why today they are snapping up everything that can move on rails.

As a representative noted at one specialized meeting "Sberbank-leasing": “We have a certain pool of “old” cars for which companies were unable to pay and did not consider the terms of installment payment attractive. We will wait for normal offers. Demand today clearly outweighs supply. Objectively, policy is now dictated by the supplier, not the buyer. The price of the asset is growing and I have no doubt that in a couple of weeks it will be purchased.”

However, the financial costs of servicing such purchases are clearly disproportionate to the benefits acquired. Even in conditions of very stimulating conditions of leasing companies. The low margin of transportation in the amount of up to 200 rubles/day, taking into account current expenses, hardly implies a return on investment. Although, as we have already said, the spot is so warm that 2-3 thousand rubles per day few people are surprised anymore. But this is a rare prize. The usual story is 1500-1700 rubles with a downward trend.

The cost of wagons continues to rise. Maybe manufacturers and buyers know something that we don’t?

So why was there such a stir around the carriages?

“There are persistent rumors on the network that some measures will be taken that could strangle the manufacturers of old carts,” the owner of a medium-sized operator company shares his fears. – For us, “innovator” is absolutely unattractive. And for most companies that do not operate on coal. Maybe, SUEK it generates profitability, but it is simply unrealistic for medium-sized companies to pay for the car. We don’t understand very well why they charge such a price.”

In order for such an understanding to come, the idea of ​​another cleansing of the market with simultaneous new preferences for buyers of innovative cars is increasingly being promoted in high ministerial offices.

While the procurement market is heating up with unreasonable expectations, the majority of participants surveyed opined that speculative rate rise will end in December-January.“In general, we have fulfilled our annual plans, notes director of logistics large Ural enterprise. – Even if not without financial losses, I think we will close even January in full. We will see later, but for now there is no mood to maintain price overheating. I understand that carriages are becoming more and more expensive, but what does this have to do with us and our products?”

However, the cost of wagons continues to increase. Maybe manufacturers and buyers know something that we don’t?

Sergei Vetrov

In 2015, the volume of write-offs amounted to more than 100 thousand cars, this year they can grow 1.5 times - and this does not take into account the ban on the admission of cars with an extended service life from 01/01/2016. In the 2nd quarter of 2016, the volumes write-offs have already exceeded the milestone of 70 thousand freight cars. So high performance disposal of the fleet is associated with the entry into force of the requirements of the Technical Regulations of the Customs Union “On the Safety of Railway Rolling Stock”, obliging expensive modernization of rolling stock when extending the service life and subsequent certification, as well as with record high low rates for the provision of wagons in 2015.

The historical minimum average rates for the provision of the most popular type of rolling stock - gondola cars - amount to 350 - 400 rubles. per day was recorded in the summer of 2015. The situation was due to a surplus of the fleet, which depends on the demand for transportation, the volume of purchases and write-offs of cars, the timeliness of depot major repairs, and the level of costs for rolling stock owners - maintenance and repair costs, administrative and investment costs, leasing and loan payments.

Starting from August 2015, the rate began to increase, initially on routes that are inconvenient for the transportation of low-cost cargo from a logistics point of view. Subsequently, there was a general increase in rates, due to the intensive decommissioning of the fleet, as well as the need to include return on investment for the purchase of new expensive cars in the operators’ income rate. Reducing the surplus by forcing cars with expired service life to be scrapped will raise the level of the profit rate by several tens of percent. Thus, in the near future there will be a change in trend: the buyer’s market will change to a seller’s market in certain transportation directions and for certain cargoes.

Fall in production

Against the backdrop of falling demand, there is a sharp drop in car production. The production capacities of factories remain underutilized. If in 2015 enterprises were provided with assistance in accordance with the government decree on the support and reassignment of personnel, then this year they began to reduce workforces due to a surplus of personnel whose wage included in the cost of freight cars.

The next factor influencing the cost of freight cars is the spring rise in prices for rolled metal - their metal intensity is quite high, and another jump in metal prices in the domestic and foreign markets (more than 20%) has led to a decrease in the level of sales of cars from 97 to 90% over the past two months . At the end of 6 months of 2016, the factory warehouses held unsold products worth RUB 2.3 billion. -- about 1150 wagons.

The share of innovative cars is growing

The state is trying to support the demand for new rolling stock, focusing on the purchase of innovative cars, as the most promising for reducing total transport costs in the economy.

There are 6 manufacturers officially represented on the innovative railcar market - UVZ, TVSZ, Altaivagon, Roslavlsky VZ, NKVZ and the Metal Structures Plant in Engels. In recent years, most of the innovative cars have been produced by the Tikhvin Carriage Plant. Since 2008, this enterprise has produced about 38 thousand innovative cars, which amounted to 10% of all cars produced in the Russian Federation during this period. At the same time, in 2012, the share of innovative cars in the plant’s production structure was 1%, and in 2015 - about 55%. In general, the share of innovative cars in production is steadily growing: the ratio of classic-design cars to innovative ones in 2016 is expected to be 70% in favor of the latter, and in the gondola car segment - at 90%.

The planned production of freight cars in 2016 is 30-35 thousand cars. It is expected that about 70% of the cars from this volume will be produced on innovative bogies with an increased load capacity of 25 t. At the same time, there are three types of innovative carts on the market - these are mod. 18-194-1 produced by UVZ and mod. 18-9855 “Barber S-2-R”, produced under license from TVSZ, as well as Motion Control carts mod. 18-9836 (currently not available).

Currently, there is a demand not just for the purchase of cars, but for the purchase of services, which includes after-sales service. This means that manufacturers need to plan to develop a network of service centers to service their products. With the transition to the production of new generation cars, this topic will become extremely relevant, and the industry must be ready for this qualitative transition.

Changes in the field of car repairs

The scope of rolling stock repair directly depends on the condition and quantity of the fleet on the railway network. Against the background of the established procedure for extending the service life of cars after the entry into force of the technical regulations of the Customs Union on August 2, 2014, car repair facilities during 2015 began to transform their services in accordance with the new rules. Entered 01.01. 2016 changes in the PTE of the Russian Railways banning operation on the network common use extended carriages, actually deprived this area of ​​activity of prospects.

As preventive measures to increase the failure-free operation of the railway network, a number of administrative measures are used, which also limit the capabilities of car repair companies, despite the existing demand. For example, in 2015, members of the Commission of the Council on Railway Transport of authorized specialists of the carriage industry of railway administrations agreed on a ban from January 1, 2017 on the formation of wheel pairs for freight cars using axles of the RU-1 type. Obviously, implementing this measure will not be difficult, since due to the massive write-off of rolling stock, the market is overflowing with a huge number of spare parts that have been released.

The work of the car repair complex is also becoming more complicated due to the increase in the production of innovative cars, which have longer intervals between repairs and an increased service life compared to traditional ones.

All these factors adversely affect the volume of work of car repair companies, which in turn resort to capacity optimization.

A possible direction of activity in these conditions is the transition to cassette bearings. The service life of a cassette bearing between repairs is 8 years. Currently, the CTBU 130x250 bearings (in the axle box housing), installed in 1000 new gondola cars produced by UVZ in 2008, have reached the end of their 8-year service life. Companies producing bearings of this type expressed their readiness to supply new bearings, as well as repair dismantled bearings.

In connection with the transition to the production of innovative cars, more than 10 thousand tapered bearings will be repaired until 2020 inclusive; in 2021, the increase in repair volumes of cassette bearings will be almost 40 thousand units, and until 2023 inclusive - almost 300 thousand tapered bearings.

Uncouplings in TOR are growing

Today, the main parameter for the reliability of rolling stock in operation on the Russian Railways network is uncoupling in the top priority areas. Within a month, 200 cars out of 1000 are uncoupled on the network, that is, every fifth car, for one reason or another, does not withstand operating conditions and creates costs for the owners.

Since 2013, when 1,118 thousand cars were uncoupled, the number of uncouplings in the ASEZ exceeds the number of cars in the Russian Railways network. In 2014, the growth in uncouplings was 11% (1,256 thousand cars uncoupled); in 2015, this figure increased by another 6.7% (1,346 thousand uncouplings). Thus, each car is uncoupled at the TOP at least once during the year, that is, more than 3,600 cars are uncoupled per day. In the segment of innovative rolling stock, each car produced by UVZ is uncoupled twice a year, during the same period every fifth car produced by TVSZ is uncoupled. However, when large quantities uncouplings confirms the reliability of such elements of innovative cars as axle boxes equipped with cassette-type bearings.

In 2015, the structure of current repairs was a combination of three main faults: 33% - body, 33% - wheelset, 21% - bogies, the remaining 7% were in the axle box unit, frame, auto brake, automatic coupler, etc.

Government support for the industry

Today, there is a whole range of government support measures for the car building industry - from stimulating the production of innovative cars to recycling old cars, including tax breaks and discounts for using new cars. In 2016, manufacturers of freight cars with certain technical characteristics, as well as car-carrying cars, will receive another measure of state support in the amount of 3 billion rubles. from federal budget. The purpose of providing these subsidies is to increase the competitiveness of innovative freight railway rolling stock.

According to representatives of enterprises, the new support measure will only partially compensate a sharp increase prices for materials and components, observed since the second quarter of 2016. Therefore, this measure can be assessed as timely and necessary, but it is premature to talk about its effectiveness. Measures to stimulate production only indirectly affect demand by reducing the selling price. Due to underutilization of enterprises' production capacities and rising metal prices, the effect of using this measure may be dissolved in covering losses and have a slight impact on the selling price.

The volume of cars that is planned to be sold in 2016 using this measure is estimated at 20 thousand units. Thus, support for the production of one car will amount to about 150 thousand rubles. If this measure is jointly implemented and owners are subsidized for the purchase of innovative cars in the amount of 300 thousand rubles, the final effect will be 450 thousand rubles, which will practically equalize the cost of innovative cars and cars of classical design.

Despite the difficult situation, manufacturing enterprises are working to improve the quality and consumer properties of new cars, innovative solutions for freight car building inevitably penetrate all market segments. Innovative grain carriers, tanks and a number of other types of cars have already been presented, which have an increased body volume, an extended service life, and are also equipped with bogies with an axle load capacity of 25 tf. It is obvious that in the coming years the demand for such specialized cars will increase.
Georgy Zobov, head of the transport engineering research department at IPEM

The relevance of research

The fleet of specialized rolling stock certainly requires updating - now there is a demand for new dumcars and specialized tanks, however, it is obvious that they are intended for transporting a narrow range of goods, the volume of transport of specialized goods is several times less than the volume of transport of the same coal or ore. In addition, it is necessary to understand that the production of specialized rolling stock, due to its specifics, is more expensive.

Purpose of the study

analysis of the state of the freight railway rolling stock market, assessment of the volume and structure of the market, comparative analysis, as well as analysis of the factors determining the dynamics of consumption of freight railway rolling stock in Russia, forecast of industry behavior

Content

PART 1. REVIEW OF THE RUSSIAN MARKET FOR FREIGHT RAILWAY ROLLING STOCK

1.1.Main characteristics of the market

1.2. Dynamics of the volume of the freight railway rolling stock market in 2012-2016. Market volume

1.3.Assessment of factors influencing the market

1.5.Competition from substitute products

PART 2. COMPETITIVE ANALYSIS ON THE MARKET FOR FREIGHT RAILWAY ROLLING STOCK

2.1.Largest players in the market

2.2.Market shares of the largest competitors

2.3.Profiles of the main players

PART 3. ANALYSIS OF PRODUCTION OF FREIGHT RAILWAY ROLLING STOCK

3.1.Volume and dynamics of domestic production of freight railway rolling stock

3.2. Share of exports in the production of freight railway rolling stock

3.3. Segmentation of production of freight railway rolling stock by region

PART 4. ANALYSIS OF FOREIGN TRADE SUPPLY OF FREIGHT RAILWAY ROLLING STOCK

4.1.Volume and dynamics of imports of freight railway rolling stock

4.2.Import structure

4.3.Volume and dynamics of exports of freight railway rolling stock

4.4.Export structure

PART 5. ANALYSIS OF CONSUMPTION OF FREIGHT RAILWAY ROLLING STOCK VA

5.1.Dynamics of consumption volume of freight railway rolling stock

5.2.Analysis of the results of procurement tenders

PART 6. PRICE ANALYSIS

6.1.Average producer prices by Federal Districts

6.2.Average consumer prices by constituent entities of the Russian Federation

PART 7. ASSESSMENT OF FACTORS OF INVESTMENT ATTRACTIVENESS OF THE MARKET

PART 8. FORECAST FOR THE DEVELOPMENT OF THE MARKET FOR FREIGHT RAILWAY ROLLING STOCK UNTIL 2021

Excerpt from the study

Part 1. REVIEW OF THE RUSSIAN MARKET FOR FREIGHT RAILWAY ROLLING STOCK

1.1. Main characteristics of the market

The object of this study is freight railway rolling stock (car).

A freight car is a unit of rolling stock designed to transport goods. Another established name is freight car.

The freight wagon fleet consists of universal and special wagons of the following types:

In the early days of railroad transport, most freight cars were of just three basic types: box cars, gondola cars, and flat cars. Over time, specialized wagons appeared for transporting this or that cargo...

Diagram 1. Structure of production of freight railway cars in the Russian Federation in 2016

Based on axle size (number of wheel pairs), cars are divided into two-axle, four-axle, six-axle, eight-axle and multi-axle. The majority of the carriage fleet consists of four-axle carriages.

Based on the gauge, there are broad gauge (more than 1435 mm), normal (1435 mm) and narrow gauge (less than 1435 mm) cars. Cars in Russia, CIS countries, Finland and China are built for 1520 mm gauge; in the USA, Canada and most European countries - for 1435 mm gauge.

According to GuideMarket analysts, during 2012-2016. The share of imported products in the Russian market for freight railway cars has been constantly declining. If in 2012 imports amounted to ...% of the market, then already in 2016 - ...%. At the end of the 1st half of 2017, the share of imported railcars increased to ...%. Thus, at present, the demand for railway freight cars in Russia is satisfied mainly through domestic production.

1.2. Dynamics of the volume of the freight railway rolling stock market in 2012-2016. Market volume

Let's consider the dynamics of the volume and capacity of the market for freight railway cars in the Russian Federation.

Diagram 3. Volume dynamics Russian market freight railway cars 2012 - 6 months. 2017, billion rubles


According to the results of the 1st half of 2017, in the structure of revenue from the sale of freight railway cars, the position of ... Federal District weakened, the share decreased from 45% to 38%, as well as ... Federal District - from 12% to 9%. Accordingly, the share in total revenue of ... Federal District increased - from 16% to 23%, ... Federal District - from 9% to 12%. The shares of ... FO and ... FO remained at the same level.

Diagram 4. Revenue (net) from the sale of freight railway cars by federal districts for 2012 - 6 months. 2017, %


1.3. Assessment of factors influencing the market

Let's consider the main factors influencing the market for freight railway cars and, accordingly, demand.

1.4.Stage life cycle freight railway rolling stock market

The market for freight railway cars is at the maturity stage of its life cycle. This is evidenced by:...
1.5. Competition from substitute products

Lately, experts have been talking more and more about competitive pressure. road transport the impact it has on railway transport in the freight segment.

Part 2. COMPETITIVE ANALYSIS ON THE MARKET FOR FREIGHT RAILWAY ROLLING STOCK

2.1. Major players in the market

Serial production of freight railway cars in the Russian Federation in 2016 was carried out at... enterprises...

2.2. Market shares of the largest competitors

According to the data of the NP “Association of Car Builders” and the assessment of GidMarket analysts, at the end of 2016, the largest player in the Russian market of freight railway cars is ... VSZ, its share amounted to ...% of the total sales volume.

Diagram 11. Shares of the largest competitors in the Russian market of freight railway cars in 2016


2.3. Profiles of the main players

Part 3. ANALYSIS OF PRODUCTION OF FREIGHT RAILWAY ROLLING STOCK

3.1. Volume and dynamics of domestic production of freight railway rolling stock

Volumes of production of freight railway cars during 2012 - 6 months of 2017. undergo significant changes every year.

Diagram 12. Dynamics of production volumes of freight railway cars in the Russian Federation for 2012 - 6 months of 2017, pcs.


The total revenue volume of the TOP-6 largest manufacturers of freight railway cars in Russia is characterized by multidirectional dynamics throughout 2012-2016.

Diagram 13. Dynamics of the total revenue of the largest manufacturers (TOP-6) of freight railway cars in Russia, 2012-2016.


3.2. Share of exports in the production of freight railway rolling stock

During 2012-2016. There are multidirectional dynamics in the share of exports of freight railway cars in the volume of Russian production...

3.3. Segmentation of freight railway rolling stock production by region

3.3.1. Production by federal districts

According to Rosstat, at the end of 2016, almost half of the production volume of freight railway cars came from...

3.3.2. Production by constituent entities of the Russian Federation

At the end of 2016, the leaders in the production of freight railway cars were...

Part 4. ANALYSIS OF FOREIGN TRADE DELIVERY OF FREIGHT RAILWAY ROLLING STOCK

4.1. Volume and dynamics of imports of freight railway rolling stock

According to the Federal Customs Service, during 2012-2015. ...

4.2. Import structure

At the end of 2016, the main importer of freight railway cars to Russia was...

4.3. Volume and dynamics of exports of freight railway rolling stock

During 2012 - 6 months of 2017. The export of freight railway cars from Russia in physical terms is characterized by multidirectional dynamics.

Diagram 19. Dynamics of exports of freight railway cars in physical terms, pcs.


4.4. Export structure

Based on the results of 2016, the largest recipient countries of Russian freight railway cars include... (42.4%) and... (29.5%).

Part 5. ANALYSIS OF CONSUMPTION OF FREIGHT RAILWAY ROLLING STOCK

5.1. Dynamics of consumption volume of freight railway rolling stock

During the period under review, the highest level of consumption of freight railway cars was recorded in 2012 - 74,380 units. Then in 2013

5.2. Analysis of the results of procurement tenders

For the period from 08/01/17 to 09/01/17. ... tenders for the purchase of freight railway cars were announced for a total amount of ... billion rubles.

Part 6. PRICE ANALYSIS

6.1. Average producer prices by Federal Districts

According to Rosstat, at the end of 2016, the highest prices for manufacturers of freight railway cars were established in ... Federal District (2500.8 thousand rubles / piece), the lowest - in ... Federal District (1817.5 thousand rubles / piece. ). The largest increase in prices in 2016 relative to 2015 was noted ... Federal District (+21.9%), the smallest - in the Northwestern Federal District (+2.7%).

6.2. Average consumer prices by constituent entities of the Russian Federation

In this section, consumer price refers to the wholesale price at which the company sells products to the customer.

Part 7. ASSESSMENT OF FACTORS OF INVESTMENT ATTRACTIVENESS OF THE MARKET

Part 8. FORECAST FOR THE DEVELOPMENT OF THE MARKET FOR FREIGHT RAILWAY ROLLING STOCK UNTIL 2021

List of charts

Diagram 1. Structure of production of freight railway cars in the Russian Federation in 2016

Diagram 2. The ratio of imported and domestic products on the Russian market of freight railway cars, %

Diagram 3. Dynamics of the volume of the Russian market of freight railway cars 2012 - 6 months. 2017, billion rubles

Diagram 4. Revenue (net) from the sale of freight railway cars by federal districts for 2012 - 6 months. 2017,

Diagram 5. Dynamics of Russian GDP, as a percentage of the previous year

Diagram 7. Dynamics of the population of the Russian Federation, million people

Diagram 8. Dynamics of the fleet of innovative freight cars in the Russian Federation, thousand units

The purchase price of a new freight car largely depends on the deficit/surplus of the fleet, the provision/rental rate and the cost of rolling stock, according to railway transportation market participants. Such data were obtained by the Institute of Problems natural monopolies(IPEM) as a result of a survey conducted jointly with the IS “Industrial Cargo” within the framework ofIX annual conference “Market of railway rolling stock and operator services” .

The majority of survey participants were railcar operators (30%) and logistics companies (23%). It was also attended by manufacturers of rolling stock and shippers (12% each), representatives of related markets (21%) and the expert community (2%).

The overwhelming majority of participants (74%) noted the state of the market (fleet deficit/surplus) as a factor influencing the purchase price of a new car. In second place in importance, respondents indicated the rate of provision/rental of a carriage (64% of responses). A comparable result is achieved by the cost of the car (components, cost of metal): this factor was noted by 62% of respondents. Least of all market participants consider the significant influence on the price of the forecast of the freight base and the presence/absence of long-term transportation contracts (28% each), the forecast of decommissioning of the fleet (21%) and the volume of the car market niche (15%).

The ongoing shortage of freight cars was confirmed by 91% of survey participants; only 30% note an improvement compared to 2017. At the same time, the majority of respondents (60%) indicated a shortage of gondola cars. Also, a significant number of survey participants note a shortage of covered cars (30%), grain carriers and fitting platforms (28% each).

44% of respondents expect an increase in rates for the provision of cars in 2019, and only 18% expect a decrease. The most expected increase in rates is for covered cars (indicated by 69% of respondents), fitting platforms (66%), and grain carriers (54%). At the same time, 18% of respondents expect a reduction in rates for gondola cars (an increase of 44%). Also, no one expects a reduction in rates for fitting platforms, boxcars and mineral carriers. At the same time, participants identified a rate of over 2,058 rubles/day as critical.

When asked about the cost of components, 50% of participants noted an increase in the cost of solid wheels by more than 40%, while only 3% of respondents reported a minimal increase (up to 9%). A significant portion of respondents experienced an increase in prices of more than 40% for the following components: axles (30% of respondents), side frames (18%), bolsters (15%).

Regarding the prospects for the cost of freight cars in 2019, respondents are most positive about oil and gasoline tanks: 15% expect a price reduction, 50% expect stabilization, and 35% are preparing for an increase. At least half of the respondents expect price increases for all other items; At the same time, most participants expect an increase in the cost of cement tankers (67%), grain and timber tankers (64% each), as well as gondola cars (63%).

The abolition of the discount on empty runs of innovative cars, according to 78% of respondents, will affect their production volume. At the same time, 48% stated the need for a car with increased carrying capacity. Of these, in turn, 67% indicated the need for a 25 t/s car and 33% for a 27 t/s car. As the most popular characteristics of an innovative car, 53% of survey participants noted increased mileage between repairs, 47% - a low risk of uncoupling in the top priority areas (47%), 38% - increased carrying capacity.

Additionally:

  • Presentation "Railway rolling stock and operator services: market view" (pdf) , November 26, 2018

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